Invesco Value Opportunities R (VVORX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.05: the stock has moved about 5% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerInvesco Value Opportunities R (VVORX) trades at $26.42. Invesco Value Opportunities R (VVORX) is a financial services fund focused on value investing across various market capitalizations. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for VVORX: VVORX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Invesco Value Opportunities R (VVORX) Financial Services Profile
Invesco Value Opportunities R (VVORX) is a financial services fund that invests in a diversified portfolio of securities, emphasizing mid-capitalization companies. With a focus on value investing, the fund allocates assets across common stocks, preferred stocks, and convertible securities, with limited exposure to REITs and international markets, operating within the asset management sector.
What Is the Investment Thesis for VVORX?
Invesco Value Opportunities R (VVORX) presents a value-oriented investment strategy focused on mid-capitalization companies. The fund's ability to invest in various security types, including common stocks, preferred stocks, and convertible securities, provides flexibility in navigating market conditions. A key value driver is the fund's focus on undervalued companies, potentially leading to long-term capital appreciation. The fund's exposure to REITs (up to 10% of net assets) and foreign equities (up to 25%) offers diversification benefits. However, the fund's performance is subject to market volatility and the success of its value investing approach. The fund's beta of 1.05 indicates a market-correlated risk profile. The absence of a dividend yield may deter income-seeking investors.
Based on FMP financials and quantitative analysis
VVORX Key Highlights
Market capitalization of $7.45 billion, indicating a substantial asset base.
- Beta of 1.05, suggesting a market-correlated risk profile.
- Investment focus on mid-capitalization companies, targeting potentially undervalued opportunities.
- Flexibility to invest in common stocks, preferred stocks, and convertible securities.
- Exposure to REITs (up to 10% of net assets) and foreign equities (up to 25%) for diversification.
Who Are VVORX's Competitors?
VVORX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CSXRX Calvert US Large Cap Core Rspnb Idx R6 | $64.20 | +0.58% | $6.62B | — |
| DFEMX DFA Emerging Markets Portfolio I | $47.06 | +1.60% | $9.04B | — |
| DURPX U.S. High Relative Profitability Portfolio Institutional Class | $30.41 | +0.56% | $6.59B | — |
| FSPHX Fidelity Select Health Care Portfolio | $29.89 | +1.81% | $6.96B | — |
| JPPEX JPMorgan Mid Cap Equity R6 | $68.06 | +0.56% | $6.06B | — |
| BLK BlackRock, Inc. | $1082.73 | +1.53% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $113.19 | +1.38% | $136B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.57 | -0.08% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VVORX's Key Strengths?
Experienced investment management team.
- Diversified portfolio of securities.
- Established brand and reputation of Invesco.
- Flexibility to invest in various asset classes and geographies.
What Are VVORX's Weaknesses?
Reliance on market conditions and investment performance.
- Potential for underperformance compared to benchmark indices.
- Management fees can reduce investor returns.
- Susceptibility to market volatility.
What Are the Key Risks for VVORX?
Market volatility and economic downturn.
- Underperformance compared to benchmark indices.
- Competition from other asset management firms.
- Regulatory changes and compliance costs.
What Threats Does VVORX Face?
- Increased competition from other asset management firms.
- Rising interest rates and inflation.
- Geopolitical risks and economic uncertainty.
- Regulatory changes and compliance costs.
What Are VVORX's Competitive Advantages?
- Established brand and reputation of Invesco.
- Experienced investment management team with a proven track record.
- Diversified portfolio of securities, reducing risk.
- Access to Invesco's global research and resources.
What Does VVORX Do?
Invesco Value Opportunities R (VVORX) is a fund managed by Invesco, a global investment management firm. The fund is designed to provide investors with long-term capital appreciation by investing in a diversified portfolio of securities. VVORX primarily focuses on value investing, seeking out companies that are undervalued by the market. The fund invests in a mix of common stocks, preferred stocks, and convertible securities, providing flexibility in its investment approach. While the fund can invest in companies of any market capitalization, it typically allocates a substantial portion of its assets to mid-capitalization issuers. This focus allows VVORX to tap into the growth potential of companies that may be overlooked by larger institutional investors. In addition to domestic equities, VVORX has the flexibility to invest up to 10% of its net assets in real estate investment trusts (REITs), providing exposure to the real estate market. The fund may also invest up to 25% of its net assets in securities of foreign issuers, including those located in emerging markets countries, to diversify its portfolio and capture international growth opportunities. VVORX operates within the asset management industry, offering investors a professionally managed fund with a value-oriented investment strategy.
What Products and Services Does VVORX Offer?
- Invests in a portfolio of common stocks.
- Invests in preferred stocks.
- Invests in convertible securities.
- Focuses on mid-capitalization issuers.
- May invest up to 10% of net assets in REITs.
- May invest up to 25% of net assets in foreign issuers, including emerging markets.
How Does VVORX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the fund's average daily net assets.
- Performance-based fees may be charged if the fund outperforms a benchmark index.
What Industry Does VVORX Operate In?
Invesco Value Opportunities R (VVORX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. VVORX competes with other mutual funds and investment firms offering similar value-oriented strategies. The fund's focus on mid-capitalization companies differentiates it from funds targeting large-cap or small-cap stocks. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from retirement savers and institutional investors. The rise of passive investing and ETFs poses a challenge to actively managed funds like VVORX.
Who Are VVORX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, including pension funds, endowments, and foundations.
- Financial advisors and wealth managers who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -4.9%.
VVORX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment management team.
- Diversified portfolio of securities.
- Established brand and reputation of Invesco.
- Flexibility to invest in various asset classes and geographies.
Bear Case
- Reliance on market conditions and investment performance.
- Potential for underperformance compared to benchmark indices.
- Management fees can reduce investor returns.
- Susceptibility to market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VVORX Latest News
No recent news available for VVORX.
VVORX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for VVORX.
Price Targets
Wall Street price target analysis for VVORX.
VVORX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for VVORX; grades run from A+ (80-100) to F (below 30).
Invesco Value Opportunities R Financials Stock: Key Questions Answered
What are the main risks for VVORX?
The main risks for Invesco Value Opportunities R (VVORX) include market risk, which is the potential for the fund's investments to decline in value due to overall market conditions. The fund is also subject to investment risk, which is the possibility that the fund's investment decisions may not generate the expected returns.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.